BWIN

Baldwin Insurance Group

147 hedge funds and large institutions have $1.42B invested in Baldwin Insurance Group in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
59
Reduced
41
Closed
15
Calls
$2.13M
Puts
$191K
Net Calls
+$1.94M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
Allspring Global Investments
126
Allspring Global Investments
North Carolina
$57.6K +$32K +1,292 +125%
AF
127
Allworth Financial
California
$50K +$49.8K +2,009 +28,700%
HIA
128
Harbor Investment Advisory
Maryland
$44.2K +$44.2K +1,784 New
UB
129
UMB Bank
Missouri
$27.1K
FHA
130
First Horizon Advisors
Tennessee
$21.4K -$4.49K -181 -17%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$20.6K -$5.55K -224 -21%
ICM
132
Intrepid Capital Management
Florida
$17.3K +$17.3K +700 New
EWP
133
Elevation Wealth Partners
California
$16.7K
AP
134
Atwood & Palmer
Missouri
$15.6K +$4.71K +190 +43%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$15K -$1.66K -68 -10%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$12.4K
S
137
SignatureFD
Georgia
$9.54K +$5.97K +241 +167%
PTC
138
Private Trust Company
Ohio
$3.27K
QCG
139
Quadrant Capital Group
Ohio
$3.1K +$2.63K +106 +558%
GA
140
GoalVest Advisory
New York
$2.65K +$2.65K +107 New
IA
141
IFP Advisors
Florida
$2.16K
GWS
142
Glassman Wealth Services
Virginia
$1.02K +$644 +26 +173%
BFEC
143
Benjamin F. Edwards & Company
Missouri
$1K -$605 -23 -38%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$966 +$966 +39 New
CFGS
145
Concourse Financial Group Securities
Alabama
$594
LC
146
Lindbrook Capital
California
$322 +$322 +13 New
American Century Companies
147
American Century Companies
Missouri
-$12.1M -475,183 Closed
DCM
148
Driehaus Capital Management
Illinois
-$7.86M -308,624 Closed
GPC
149
Guardian Point Capital
Virginia
-$5.09M -200,000 Closed
Neuberger Berman Group
150
Neuberger Berman Group
New York
-$4.63M -181,698 Closed